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Financial Assistant Jobs in Dry Ridge, KY (NOW HIRING)

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Financial Assistant information

See Dry Ridge, KY salary details

$9

$21

$37

How much do financial assistant jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for financial assistant in Dry Ridge, KY is $21.55, according to ZipRecruiter salary data. Most workers in this role earn between $16.88 and $24.18 per hour, depending on experience, location, and employer.

What is a financial assistant?

A financial assistant is an entry-level employee on a finance team that takes on administrative duties, allowing the more advanced financial professionals to concentrate on their work. As a financial assistant, your primary responsibilities are to maintain records, perform calculations, and prepare financial reports, but you likely have additional duties like recording data in financial software programs, attending meetings with your team, and recommending improvements based on current information. The qualifications to become a financial assistant are strong mathematical skills, a bachelor’s degree in finance or accounting, and some experience in the finance industry. As you gain experience, you can move up in your career to positions like financial manager.

What are the key skills and qualifications needed to thrive as a financial assistant, and why are they important?

To thrive as a Financial Assistant, you need strong numerical aptitude, attention to detail, and a background in finance or accounting, often supported by a relevant degree or certification. Familiarity with accounting software (such as QuickBooks or SAP), spreadsheets, and financial reporting systems is typically required. Effective communication, organizational skills, and discretion are standout soft skills in this position. These qualities are essential for maintaining accurate financial records, supporting business decisions, and ensuring the integrity of financial processes.

How does a financial assistant typically collaborate with other departments within an organization?

Financial Assistants often work closely with various departments such as accounting, human resources, and operations to ensure accurate budgeting, timely expense reporting, and compliance with company policies. They may be responsible for gathering financial data from different teams, processing invoices, and assisting in preparing financial statements. Effective communication and attention to detail are essential, as these collaborations help maintain smooth financial operations and support organizational decision-making.

What is the difference between Financial Assistant vs Bookkeeper?

AspectFinancial AssistantBookkeeper
CredentialsMay require basic finance or accounting certificationsOften requires basic bookkeeping certifications or experience
Work EnvironmentSupports finance teams, works in offices or remotelyHandles daily transaction recording, often in small business settings
Employer & Industry UsageUsed across various industries, supporting finance departmentsCommon in small to medium businesses, accounting firms
Primary ResponsibilitiesAssists with financial reports, data entry, and administrative tasksMaintains financial records, processes invoices, reconciles accounts

While both roles support financial operations, a Financial Assistant typically provides broader support within finance teams, whereas a Bookkeeper focuses on recording and maintaining financial transactions. The roles often overlap but differ mainly in scope and responsibilities.

What do you do as a financial assistant?

A financial assistant supports financial operations by preparing reports, managing records, and assisting with budgeting and accounting tasks. They often use software like Excel or accounting programs and may handle tasks such as invoicing, data entry, and financial documentation to ensure accuracy and efficiency in financial processes.

What cities near Dry Ridge, KY are hiring for Financial Assistant jobs?

Cities near Dry Ridge, KY with the most Financial Assistant job openings:

Infographic showing various Financial Assistant job openings in Dry Ridge, KY as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $44,831 per year, or $21.6 per hour.

Financial Advisor - Securities Administration

WESBANCO

Georgetown, KY • On-site

Full-time

This job post has expired today. Applications are no longer accepted.


WesBanco rating

7.4

Company rating: 7.4 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

108th of 175 rated banks


Job description

SUMMARY:

The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients and offering products that include, but are not limited to mutual funds, annuities, and fee-based accounts.You will also work with and coach licensed bankers in your market with respect to their investment sales activity. You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management.

The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company. The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners.

CUSTOMER SERVICE SKILLS:

Willingness to provide a level of service which will clearly differentiate us from our competitors.

Must possess proven sales skills, be proactive and generate opportunities.

INTERPERSONAL SKILLS:

Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner.

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.

Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.

Ability to analyze, comprehend and act in accordance with various regulatory entities.

Ability to interact professionally with Bank business partners and customers.

Must possess strong organizational and planning skills.

Ability to maintain confidentiality.

Must be self-motivated.

Ability to handle travel to assigned offices.

CLERICAL SKILLS:

Ability to perform general clerical duties and operate various departmental equipment.

Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint).

Ability to learn various software systems to accomplish work responsibilities.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Prospect clients to establish business relationships.

Profile clients and recommend suitable investment and insurance solutions.

Provide a great client experience to all clients and prospects.

Open investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients.

Participate in seminars, branch training and community events in support of WesBanco Securities.

Support retail and other divisions in cross referring clients for bank offered services.

Coach and train Senior and Licensed Personal Bankers and branch employees.

OTHER REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

Bachelor's Degree preferred.

State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.

Knowledge of core investment products including fixed and variable annuities and mutual funds.

Must have fundamental understanding of Bank services and operations.

Market (investment) knowledge.

Experience in investment sales or related fields.

Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations.


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